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Find Top Financial Advisors in Sartell


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Qualifications of Financial Advisor in Sartell

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Financial Advisors in Sartell, Minnesota
Financial Advisor Office Location Phone Number
Nate Pribyl,
Financial Engines Advisors, LLC
9483 Garland Lane,
Maple Grove, MN  55311
(763) 494-8889
Joe Schwarz,
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC
50 South Sixth Street,
Minneapolis, MN  55402
(612) 355-4365

Information on Qualified Financial Advisors in Sartell

Qualifications CRD# 5835667
FirmCRD# 104510
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional


Office Location 9483 Garland Lane,
Maple Grove,
MN 
55311
Phone Number (763) 4948889

Joined Financial Engines in 2013. Began his career in the financial services industry in 2010. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Is a head coach for the Prior Lake, Minnesota boys hockey team. Hometown of Roseville, MN. Nate enjoys spending time with his family, summers on the lake, coaching and playing hockey.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 147384
FirmCRD# 147384
Series 63

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 50 South Sixth Street,
#1405,
Minneapolis,
MN 
55402
Phone Number (612) 3554365

Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With nearly 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active member of the Board of Directors for Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.

About SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.